FKINX vs. TSAIX
Compare and contrast key facts about Franklin Income Fund Class A1 (FKINX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX).
FKINX is managed by Franklin Templeton. TSAIX is managed by TIAA Investments. It was launched on Dec 8, 2011.
Performance
FKINX vs. TSAIX - Performance Comparison
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FKINX vs. TSAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 2.96% | 12.24% | 7.12% | 8.65% | -5.29% | 17.21% | 3.57% | 15.75% | -5.54% | 8.43% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | -3.02% | 20.04% | 15.46% | 22.72% | -19.57% | 17.10% | 19.69% | 27.97% | -11.27% | 22.35% |
Returns By Period
In the year-to-date period, FKINX achieves a 2.96% return, which is significantly higher than TSAIX's -3.02% return. Over the past 10 years, FKINX has underperformed TSAIX with an annualized return of 7.65%, while TSAIX has yielded a comparatively higher 10.88% annualized return.
FKINX
- 1D
- 0.79%
- 1M
- -1.55%
- YTD
- 2.96%
- 6M
- 5.46%
- 1Y
- 12.96%
- 3Y*
- 9.39%
- 5Y*
- 6.73%
- 10Y*
- 7.65%
TSAIX
- 1D
- 3.07%
- 1M
- -6.27%
- YTD
- -3.02%
- 6M
- -0.43%
- 1Y
- 18.56%
- 3Y*
- 15.56%
- 5Y*
- 7.78%
- 10Y*
- 10.88%
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FKINX vs. TSAIX - Expense Ratio Comparison
FKINX has a 0.62% expense ratio, which is higher than TSAIX's 0.04% expense ratio.
Return for Risk
FKINX vs. TSAIX — Risk / Return Rank
FKINX
TSAIX
FKINX vs. TSAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A1 (FKINX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FKINX | TSAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 1.10 | +0.56 |
Sortino ratioReturn per unit of downside risk | 2.34 | 1.62 | +0.71 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.24 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.45 | +0.49 |
Martin ratioReturn relative to average drawdown | 9.23 | 6.28 | +2.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FKINX | TSAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 1.10 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.48 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.62 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.67 | +0.24 |
Correlation
The correlation between FKINX and TSAIX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FKINX vs. TSAIX - Dividend Comparison
FKINX's dividend yield for the trailing twelve months is around 5.10%, less than TSAIX's 7.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 5.10% | 5.58% | 5.59% | 5.52% | 5.22% | 6.52% | 5.22% | 5.11% | 5.34% | 5.04% | 5.19% | 5.71% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 7.61% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
Drawdowns
FKINX vs. TSAIX - Drawdown Comparison
The maximum FKINX drawdown since its inception was -43.18%, which is greater than TSAIX's maximum drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for FKINX and TSAIX.
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Drawdown Indicators
| FKINX | TSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.18% | -34.58% | -8.60% |
Max Drawdown (1Y)Largest decline over 1 year | -6.72% | -11.72% | +5.00% |
Max Drawdown (5Y)Largest decline over 5 years | -13.20% | -28.28% | +15.08% |
Max Drawdown (10Y)Largest decline over 10 years | -23.91% | -34.58% | +10.67% |
Current DrawdownCurrent decline from peak | -1.88% | -7.52% | +5.64% |
Average DrawdownAverage peak-to-trough decline | -3.73% | -4.96% | +1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.41% | 2.71% | -1.30% |
Volatility
FKINX vs. TSAIX - Volatility Comparison
The current volatility for Franklin Income Fund Class A1 (FKINX) is 2.19%, while TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a volatility of 6.34%. This indicates that FKINX experiences smaller price fluctuations and is considered to be less risky than TSAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKINX | TSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.19% | 6.34% | -4.15% |
Volatility (6M)Calculated over the trailing 6-month period | 4.17% | 10.26% | -6.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.87% | 17.32% | -9.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.95% | 16.20% | -8.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.31% | 17.62% | -8.31% |